SGIDX Mutual Fund

SGIDX Mutual Fund (Steward Global Equity Income Fund Class A) is managed by Crossmark Steward Funds with $23.6M in net assets. SGIDX expense ratio is 1.24%, holding 70 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-04-03.

SGIDX performance shows a YTD return of 12.69%. The 1-year return is 15.78% and the 5-year return is 9.86%. SGIDX dividend yield stands at 1.37%, paid quarterly.

SGIDX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (4.4%), Dell Technologies Inc (3.6%), Hewlett Packard Enterprise Co (3.1%), Broadcom Inc (3.1%), Banco Bilbao Vizcaya Argentaria, S.a. Ads Each Repr 1 Ord Eur0.49 (2.6%). Go to all SGIDX holdings, SGIDX sectors, or SGIDX dividends.

SGIDX can be compared against other funds. Use SGIDX overlap to find shared positions, or SGIDX vs another fund for a side-by-side view. SGIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.